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#41: James Davolos On Protecting Yourself Against A Paradigm Shift In Inflation
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Manage episode 285806770 series 1452134
Conteúdo fornecido por Superinvestors and the Art of Worldly Wisdom and Jesse Felder. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Superinvestors and the Art of Worldly Wisdom and Jesse Felder ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
Perhaps the biggest debate in the markets today is regarding the prospect of inflation. Will the massive fiscal stimulus and money printing of the past year or so, paired with shifting trends in global trade and demographics, result in a secular shift in the disinflationary paradigm we have seen for the past 40 years? To try to answer this question and to better understand how to protect one's finances should inflation rear its ugly head again, I reached out to James Davolos, co-portfolio manager of the Horizon Kinetics Inflation Beneficiaries ETF (INFL). In this conversation, James shares his framework for approaching the issue of inflation. He also discusses the merits of not only bringing a value-based equity focus to the problem but also of taking an asset-light approach to the process. We also tackle the risks to the broader equity market posed by all of this. For links and notes related to this episode visit TheFelderReport.com.
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57 episódios
MP3•Home de episódios
Manage episode 285806770 series 1452134
Conteúdo fornecido por Superinvestors and the Art of Worldly Wisdom and Jesse Felder. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Superinvestors and the Art of Worldly Wisdom and Jesse Felder ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
Perhaps the biggest debate in the markets today is regarding the prospect of inflation. Will the massive fiscal stimulus and money printing of the past year or so, paired with shifting trends in global trade and demographics, result in a secular shift in the disinflationary paradigm we have seen for the past 40 years? To try to answer this question and to better understand how to protect one's finances should inflation rear its ugly head again, I reached out to James Davolos, co-portfolio manager of the Horizon Kinetics Inflation Beneficiaries ETF (INFL). In this conversation, James shares his framework for approaching the issue of inflation. He also discusses the merits of not only bringing a value-based equity focus to the problem but also of taking an asset-light approach to the process. We also tackle the risks to the broader equity market posed by all of this. For links and notes related to this episode visit TheFelderReport.com.
…
continue reading
57 episódios
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